Matt Dragovic Email & Phone Number

Sydney, Australia

Sydney, Australia

Barangaroo Nsw 2000

Sydney, Australia

Westpac Banking Corporation (WBC) is Australia's oldest banking and financial services group, with operations throughout Australia, New Zealand and the near Pacific region as well as offices in key financial centres around the world. BT Financial Group (BTFG) is the wealth management arm of the Westpac Group and encompasses a strong stable of market leading brands and capabilities. Today, the brands within BTFG provide customers with a full spectrum of wealth and advisory services to its clients including:• Superannuation & Retirement Planning • Insurance Need Analysis• UK Pensions• Estate Planning Needs• Wealth Creation (Growth or Income Needs)• Cash Flow Management• Debt Management• Business Succession PlanningKey responsibilities and aspects of my role include:• Collaborating and working with business partners; facilitating the requirements for new business development. • Providing high-level advice to affluent individuals and entities who seek to align solutions and strategies in accordance with their objectives, in the areas of:• Superannuation and Retirement Planning, Wealth Creation/Investment Solutions, Risk Management and Asset Protection, Centrelink, Cash Flow Management, Debt Management and Tax Effective Solutions.• Managing a portfolio of clients, undertaking regular reviews of existing clients and revising financial strategies, when necessary, to reflect changing economic, legislative and client circumstances.• Attending to all facets of financial planning, including the formulation of financial strategies, alternative strategies, extensive research into products, financial modelling and identification of critical issues to develop a complex financial plan that is in a client's best interest.• Sustaining an awareness of legislative obligations and compliance to facilitate the provision of accurate, ethical advice and guidance to clients.• Liaising and working with management to ensure goals and key business requirements are met.

Warrawong

Master Of Financial Planning, Financial Planning

Bachelor Of Commerce, Finance & Economics

Adanced Diploma, Financial Services (Financial Planning)

Self Managed Superannuation Fund

Diploma, Financial Services (Financial Planning)

Certificate Iv, Finance / Mortgage Broking

Aged Care Accreditation, Aged Care Accreditation